27 Aug
|
RBC
|
Saskatchewan
Explore the Financial Planner role at RBC in Saskatoon, focusing on mass affluent clients. Deliver superior financial advice and cultivate lasting relationships to help clients achieve their goals.
As an RBC Financial Planner, you will provide tailored financial planning services while actively managing a growing client portfolio. This position emphasizes relationship management, performance achievement, and collaboration with service partners to enhance business opportunities. Your strong financial acumen will ensure you thrive in this full-time position.
Key Responsibilities:
• Deliver customized financial planning advice tailored to clients
• Grow and manage a diverse client portfolio effectively
• Develop relationships with local partners for business referrals
Requirements:
• Financial Planning Designation (QAFP, PFP, or CFP)
• Mutual Funds License (IFIC or CSC)
• At least 3 years’ experience in financial planning
• Strong skills in networking and client acquisition
• Proven ability to build robust partner relationships
Drive your career forward with RBC’s high-performing team and unlock your potential through innovative training.
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📌 Financial Planner Role at RBC Saskatoon (Saskatchewan)
🏢 RBC
📍 Saskatchewan